See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $19,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,668 | $37,245+95.1% | $94,993-23.5% | $77,958-6.8% |
| Participation rate | 55.5% | 56.5%-0.9pp | 73.9%-18.4pp | 71.6%-16.1pp |
| Annual return | 20.52% | 22.72%-2.2pp | 27.12%-6.6pp | 20.87%-0.3pp |
| Employer contribution / active EE | $1,116 | $894+24.8% | $2,603-57.1% | $2,310-51.7% |
| Participant deferral / active EE | $2,134 | $1,828+16.7% | $3,317-35.7% | $3,537-39.7% |
| Admin fee / account holder | $8 | $59-86.4% | $4,960-99.8% | $97-91.7% |